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Laird Norton Wetherby Wealth Management’s Kimco Realty KIM Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-24,860
Closed -$364K – 668
2018
Q4 		$364K Buy
+24,860
New +$390K 0.05% 410
2016
Q4 		– Sell
-7,699
Closed -$223K – 536
2016
Q3 		$223K Buy
7,699
+262
+4% +$7.98K 0.05% 470
2016
Q2 		$233K Sell
7,437
-887
-11% -$25.5K 0.05% 420
2016
Q1 		$240K Buy
8,324
+482
+6% +$13K 0.06% 386
2015
Q4 		$207K Buy
+7,842
New +$204K 0.05% 421

Other funds holding KIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's KIM Position: Q1 2019 in Review

Laird Norton Wetherby Wealth Management sold out of Kimco Realty (KIM) in Q1 2019, closing a stake of 24,860 shares — an estimated $364K sold.

Laird Norton Wetherby Wealth Management first reported a position in KIM in Q4 2015 and held it in 5 quarters. The position peaked at $364K in Q4 2018. 431 funds tracked by Wall St. Rank hold KIM as of Q1 2019.

  • Laird Norton Wetherby Wealth Management reported no remaining Kimco Realty position as of Q1 2019 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 24,860 Kimco Realty shares in Q1 2019, an estimated $364K.
  • Laird Norton Wetherby Wealth Management first reported a position in Kimco Realty in Q4 2015 and held it in 5 quarters.
  • Laird Norton Wetherby Wealth Management's Kimco Realty position peaked at $364K in Q4 2018.
  • 431 funds tracked by Wall St. Rank held Kimco Realty as of Q1 2019.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.